Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,360 | $106,247-7.4% | $96,515+1.9% | $139,466-29.5% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 15.02% | 38.47%-23.4pp | 35.73%-20.7pp | 373.66%-358.6pp |
| Employer contribution / active EE | $2,205 | $4,106-46.3% | $3,740-41.0% | $4,754-53.6% |
| Participant deferral / active EE | $4,903 | $5,456-10.1% | $4,880+0.5% | $6,712-27.0% |
| Admin fee / account holder | $7,819 | $7,885-0.8% | $6,735+16.1% | $11,409-31.5% |